My first assignment as an Event Director of Manila Workshops was the Stock Smarts Series, in partnership with Marvin Germo. It started in January of this year and we already had four runs as of this month.
We had 4 modules during the first run, which include:
Basics of Stock Market
Intro to Technical Analysis
Advanced Technical Analysis
It was held at the Berjaya Hotel in Makati City, where we had a total of 41 participants for this series.
The same topics were tackled during the second run at Voffice, Fort Legend Tower, in Taguig City with a total of 25 attendees.
We tried a new set of modules for our third run this year and we called it the Comprehensive Technical Analysis Series, which include the following modules:
Basics and the Foundations of Technical Analysis
Market Trends, Volume Related Trading, Market Phases, and Moving Averages
It was held at the Freelancer Conference Hall, Ecotower, in Taguig City, where we had a total of 25 attendees. Majority enrolled for the entire course / series.
On our fourth run, we included two modules from the first run, Basics and Fundamental Analysis, and we added a new module, which is Portfolio Management. Surprisingly, this is the run where we had the most number of attendees, having a total of 45.
Our speaker, Marvin Germo, is a Registered Financial Planner and an author. His ability to simplify complicated investment concepts, making it easier to understand has made him one of the most sought after money speakers here and abroad. With his over seven years of experience in the Philippine financial industry, his energy and zeal to educate the Filipino people has transformed ordinary consumers into investors.
As an advocate of Financial Literacy, I’m happy and proud to be part of this project, where I get the chance to share to others the opportunity to learn more about financial education. Our economy and our country as a whole, has so much to offer, and we hope that through these workshops, we’d be able to help and encourage our kababayans to take part in its progress.
This October, we’re going to have our fifth run of Stock Smarts and it will be a rerun of the Comprehensive Technical Analysis series with the same modules.
Whether you’re a complete newbie in the stock market or you’re already investing or trading, I personally invite you to this upcoming Stock Smarts series. Technical Analysis is one of the best tools to find the perfect timing in buying and selling stocks. Having the knowledge of Technical Analysis will help you trade or invest in the stock market with confidence.
Plus, in these workshops, participants will be given a chance to analyze stocks using the different techniques that Marvin will teach.
For more info and to register in these workshops, please visit Manila Workshops. You may also CONTACT ME directly or post your comments below.
I was privileged to attend the Investment Conference 2015 (#iCon2015) by Mr. Randell Tiongson at the SMX MOA Convention Center yesterday, May 30, 2015, where most of the country’s experts in Finance and Investment were present. Big thanks to Marvin Germo of Stock Smarts for inviting me to the event! 🙂
I went there to co-promote the upcoming workshops of Marvin in partnership with Manila Workshops, which is the Comprehensive Technical Analysis Series to be held in June-July of this year. It was also the book launch of Marvin’s third book, entitled, Stock Smarts Stress-free Investing, which was a big hit at the event. And thanks also to Mrs. Stock Smarts, Yvonne Goh-Germo, for giving me a copy of this book. 🙂
So how did the conference go?
This year’s iCon was a full house with more or less 1,500 people present at the SMX MOA Convention Center.
I was able to take a few notes from some of the speakers before I got busy accommodating inquiries for our workshops.
The first speaker was none other than the man behind iCon, Mr. Randell Tiongson, a columnist, and best-selling author of “Money Manifesto,” who talked about balancing finances and investments and an overview of growing trends that affect investing.
According to him, there are more reasons to invest in the country including strong infrastructure development, public private partnerships, demographic sweet spots, and the increasing number of OFWs and BPOs.
He also stressed that interest rates are so low, thus we have no choice but to INVEST!
Invest EARLY, WISELY, and REGULARY.
Step 1 – Improving Cash Flow
Step 2 – Getting out of debt
Step 3 – Setting up your Emergency Fund
Step 4 – Getting protected from life’s risks
Step 5 – Investing for your future
The second speaker was Mr. Chinkee Tan, a radio host, wealth coach and best-selling author of “Till Debt Do Us Part”. His topic was: Breaking the Entrepreneurship Mindset.
Some of us think that the rich people became rich because they have a lot of money. But according to Sir Chinkee Tan, money does not create money. It’s the ideasthat create money.
“If you have a burning idea as an investor or entrepreneur, never allow the lack of money to stop you from working on that idea and making it big.” (not his exact words but it was something like that)
3 reasons why people fail are the lack of knowledge, fear, and greed. That’s why he suggests,
Only invest in what you understand
Don’t use your feelings / emotions in investing
Never invest out of greed (because greedy people get burned)
How to invest successfully?
Invest WISELY – Knowledge is power, as well as investment.
Invest CONSISTENTLY – It takes time to achieve financial freedom.
Invest PATIENTLY – Patience is truly a virtue in successful investing.
Invest CAUTIOUSLY – One rule of investing to live by: Always have a backup plan.
In investing, hope for the best, but expect for the worst as well, because anything can happen. Don’t invest all your hard-earned money. Only invest what you can afford to lose.
This is the official copy of #iCon2015’s program flow with the complete list of speakers and their topics. Unfortunately, I wasn’t able to take additional notes from the other speakers because I was busy promoting our workshops and accommodating inquiries. But I sure did learn a lot from all of the speakers.
This year’s Investment Conference was indeed a big success — power-pack, informative, insightful, and empowering! Congratulations to Sir Randell Tiongson and his team! I can’t wait to attend next year’s iCon! 🙂
Sharing some of my photos at the event…
It was my second time to listen to Mr. Francis Kong in an event like this and I always get inspired by his wisdom and public speaking skills.
Mr. Francis Kong: My wife is my great TREASURE…
Audience: Ohhh, so sweet.
Mr. Francis Kong: and my great TREASURER as well.
Audience: clapped and laughed out loud 🙂
Investing is not all about building wealth. According to Mr. Kong, we should also invest in other things like:
1. Investing in yourself – attend trainings/seminars/courses that will add value to you.
2. Investing in good friends – they are the people who can bring out the best or worst in you.
3. Investing in culture and adventure – experience is always the best teacher.
4. Investing in your family at all times – they are the reason you are striving to be the best.
5. Investing in spirituality – remember, everything that we have comes from God. We should give thy glory and honor to Him who make things possible.
I first met Sir Efren Llamas Cruz at the #FFF2015 event and we had a photo together but he had already left the venue when I realized that our photo was blurred. So when I saw him at the #iCon2015 event, I made sure that we’ll have a photo taken together and this time it was clearer. Yay! 🙂
Sir Efren talked about Managing Investment Risks and he emphasized the importance of diversifiying our investment. “Don’t put all your eggs in one basket.“ Meaning, we should put our funds in savings, mutual funds, stocks/equities, among other options.
I also had the chance to have a small talk with Jess Uy after his talk on Global Investing, where he stressed out the importance of thinking global. He said that it’s good to invest in the Philippines because of its high investment grade, but we should also consider other investment opportunities outside the country. He also mentioned that in Singapore and some other countries, we can buy insurance 3 times cheaper than its price in the Philippines for the same or even higher value. Hmm, that sounds interesting!:) I also commended him for his amazing video presentation during his talk. It was nicely done. Very unique and powerful.
And of course my favorite speaker, Marvin Germo! 🙂 He never fails to amaze his audience by his wit and humor, and his ever-sweet jokes about his being a loving and understanding husband to his lovely wife, Yvonne, who was sitting right beside me during the event because we were on the same table. 🙂
Carl Dy, a propery investor and the President of Spectrum Investments, was also at the event, together with Ms. Christine Foong-Wong, the founder of Rhemaworks in Singapore to introduce and invite people to their “Spectrum Education.” Ms. Wong answered the question of “what is stopping us unconsciously from having it all in our life?”, where she shared a little bit about herself and experiences before she founded Rhemaworks.
Lianne Martha Laroya, commonly known as the Young Pinoy Millionaire and the founder of thewiseliving.com, was also at the event to promote her book. I’ve seen Lianne a couple of times in some of the seminars that I’ve attended and we’ve exchanged emails too, but we never had a photo together. So when I saw her at the iCon2015, I made sure that I won’t leave the event without taking a photo with her. We had our photo together finally! (medyo blurred nga lang hehe).
I also saw one of my good friends in college and my co-varsity player of Arnis :), Vanezza Bayaton-Obispo, who now works for MoneySense.
I’ve heard a lot about Marvin’s wife during his workshops (which I organized), and I was pleased to finally meet her in person. Such a wonderful and approachable lady. It was nice meeting you, Mrs. Stock Smarts, Yvonne Goh-Germo! 🙂 And it was also nice to see Rhizza Diaz again, whom I first met at the FFF2015 event. Thanks for taking most of my photos with the experts! 🙂
It was a privilege to attend the Financial Fitness Forum 2015 yesterday where most of my “idols” in the personal finance field were present. I was asked to attend the event to co-promote the upcoming Stock Smarts Workshops by Marvin Germo (in partnership with Manila Workshops) and to make the registration available to those who are interested to enrol for the April 2015 run.
For those who are not familiar, this Financial Fitness Forum is a one-day personal finance event that features the luminaries of the Registered Financial Planner Institute of the Philippines. It was headed by Mr. Henry Ong, also known as the “Father of RFPI Philippines”, who was visible the whole time, making sure that everything was going smoothly. And it went well indeed! Everything was organized and the speakers committed to the time allotted for their talks. As a result, the event finished on time.
This was my first time to attend the Financial Fitness Forum and I could say that they had a perfect line-up of speakers this year.
Efren Cruz —“Where does all my money go?”
A lot of people look up to him, including myself, because of his expertise in terms of money management and personal finance. Not only did he share different Money Tips during his talk, but he also shared his talent in singing and playing guitar.
I got the chance to take a photo with him and I wished it was clearer but he had already left the venue when I saw that our photo was blurred so I didn’t get the chance to have another shot. Next time!
Edric Mendoza —“How to create your own education plan”
The main host of ANC on the Money discussed the importance of planning for children’s education. He and his wife homeschool their five children and he shared how much they’re able to save (financially) by not having to send their children to exclusive and expensive schools and how fulfilling it is to share quality learning time together at their own home.
His son, Elijah, also spoke at the event, and he shared his experiences as a homeschooled son. He is truly a smart boy!
Edric shared DIY Tips which stand for:
D – Do your research.
I – (I’m sorry I forgot the I :). Can somebody please post a comment below and tell me what the “I” stands for? Thanks! 🙂 )
Y – Y? (As in Why? Or finding and knowing the real purpose of why you’re doing what you’re doing…)
Aya Laraya —“The Mirage of Long Term Investing”
Aya emphasized the importance of setting and defining goals in investing. That there should not be such thing as short term or long term investing because at any point we could be both. I don’t know if I got it correctly, but I think what he was trying to say was that we should be flexible when the need to shift from short term to long term or vice versa calls for us.
Marvin Germo —“Winning Strategies for Investing in Stock Market”
I’ve been working with Marvin for some of his seminars and I’ve heard him talk a lot of times already about the same topic but I always learn something new from him when he talks. He truly is a rock star in stock market investing.
One that I got from him during this event was that, no one knows what’s going to happen in the stock market, not even experts. But with proper strategies, there is a big chance that you will be a successful trader or investor. And that’s exactly what he teaches, the winning strategies for investing in the stock market.
Randell Tiongson —RFP Video Presentation / Announcements
Randell was also the Co-host on this event. He shared a little bit about his experiences as a personal finance expert and an advocate of financial literacy. He showed the RFP Video Presentation and what RFP is all about, plus some announcements.
I also got the chance to take a photo with him and Marvin, and I was surprised when he said that he thinks he knows me or that I looked familiar. Maybe he’s seen me on my blog. 🙂
Christopher Cervantes —“How to build your wealth towards financial independence”
Most of the speakers in this event have talked in the seminars that I have previously attended except for Christopher Cervantes, who is a Seafarer and also a Registered Financial Planner. I’ve heard a lot about him before, but it was my first time to see him talk in an event like this. Just like most OFWs, he too experienced how much money he spent on pasalubong when he’s about to come home for vacation. When he found the opportunity to learn financial management, his perception about money changed along with his financial status, and also giving him the chance to share what he knows about investing with his fellow seafarers.
Salve Duplito — “How to Master the Art of Managing your Finances”
It was my second time to hear about Salve’s humble beginnings. Just like the first time I heard about it, I was again moved by her story. She was born to a poor family but she never felt poor because of the love and support of her family. She was motivated to do her best and be the best that she can be because she believed that it’s not her status that will define her as a person but who she is and what she does best.
This is not exactly what she said but it was something like this.
“Don’t let your status define who you are, strive for the best and let it define the real you and not what others say about you.”
Jeff Gonzales —“How to Create your own Mutual Fund”
I regret that I missed this talk. I had to go out of the Convention Hall to charge my laptop and when I came back, he was already wrapping up his talk.
Based on how I understand the title of this topic, creating our own mutual fund is like diversifying our investments or assets. It’s always safer not to put all our eggs in one basket…
Fitz Villafuerte —“How to Invest Effectively to Achieve your Financial Goals”
Fitz is one of most influential bloggers in the country. No wonder he has a lot of followers because he never gets tired of sharing and inspiring others to invest effectively to achieve financial goals.
When we had our first project together in February of this year, I wasn’t surprised that we got a lot of sign-ups because Fitz was the speaker and he totally is an expert in personal finance.
Lianne Laroya —“9-secret sweldo tips to become Millionaire”
I’ve seen Lianne a couple of times already and we exchange emails sometimes but we haven’t gotten the chance to talk in person yet. Not even a photo together! 🙂 She sent me a copy of her book and her stories are really inspiring.
She’s only twenty-three and it’s great to listen to someone like her, whose advocacy is to spread financial literacy especially among people at her age or the “twenty-somethings”.
Kendrick Chua —“Think Intsik: Money Habits of the Chinese”
Kendrick shared his grandparent’s humble beginnings and how his mom strived to build wealth to send them to exclusive schools and have a good life. He also explained the difference between being “kuripot” and being frugal, and why being frugal makes a lot of the Chinese people rich. Defining your priorities, knowing the difference between wants and needs, delayed gratification, and hard work are just some of the tips he shared to be able to achieve wealth and be financially independent.
Panel Discussion: “Do you really need a financial planner?”
Jesi Bondoc, Edwin Suson
During the panel discussion, the panellists shared a little bit about their background and their take on the importance of having or consulting a financial planner. Most, if not all of them, agreed that it’s really a must to consult a financial planner and it doesn’t matter whether we have lots of money or we only have limited funds. Financial planning is for everyone. Many people aspire to have a comfortable financial life, but they never take the effort to plan for their finances early on.
I’m glad that more and more people are taking the RFP Program because that would mean that more and more people will benefit from it. I was invited to attend the Introduction of the RFP Program late last year and I was really interested to take it, but there were conflicts in schedule. I’m hoping that I’d be able to take the program soon.
Rienzie Biolena: Closing Remarks
I didn’t get the chance to listen to Rienzie’s closing remarks because I had to accommodate inquiries and registration for the Stock Smarts workshops, but I did a little bit of research about him. Just like the other speakers, he is also an advocate of financial literacy and he writes about financial planning and other related topics on Rappler and Moneysense. He also guested on ANC On the Money before, where he stressed the importance of investing in one’s self by attending seminars and conferences, reading personal finance books, searching the web, and watching personal finance programs to increase our knowledge and capability to earn and expand our resources, and to be able to manage our assets properly.
It was a long day for me but it’s all worth it because I learned so much from all of them. I’m looking forward to attend the next Financial Fitness Forum in 2016.
How about you? Were you able to attend the #FFF2015? How was your experience and what did you learn from the speakers?I hope to hear your thoughts in the Comment Section below.
Disclaimer: The contents are only based on my own interpretation of what I heard from the forum and the speakers and not necessarily their exact words. Feel free to contact me if there’s a need to modify anything from the content.
After resigning from my 7-year employment with a BPO company last May 2014, I spent most of my time learning new skills and adding value to myself by attending seminars and workshops.
I like attending seminars because it offers a more interactive learning experience plus I get to meet the speakers and other participants in person. It also gives me a good idea on what topics to write and share to my readers which gives me that sense of value and fulfillment.
Below are some of the significant seminars and events that I’ve attended.
Cashflow 101 by Robert Kiyosaki
Stock Market and ForEx
Technical and Fundamental Analysis in Investing
Philippine Retail Investment Conference
FLEX and ALC Leadership Seminars
WAHM 101 with Mastermind Sessions
Love the Leap Program
Most of them are related to Personal Finance and some are about Personal Development and Entrepreneurship because admittedly, those are the topics that I’m most passionate about. Aside from the valuable learning experiences that I get from attending seminars, it also serves as my guide to achieving my personal and financial goals.
As an advocate of financial literacy and a believer of continuing education, I am very excited to announce that I’m already a part of Manila Workshops (under GPA Events Management Services), which is owned and managed by my mentor (of the Love the Leap Program) and mompreneur, Ginger Palma-Arboleda.
As an Event/Workshop Director, I will be handling different workshops series about Personal Finance and Investments. And I’m privileged (and thrilled) that I’ll be working with two of the most popular and award-winning Personal Finance Experts in the Philippines, Fitz Villafuerte of Ready To Be Rich and Marvin Germo of Stock Smarts.
Please watch out for my posts about our upcoming Workshop Series! 🙂